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CIK: 0001422848
Total reported value
$716.9B
$716.9B
410 檔
14.3%
The Q1 2024 SEC filing reveals that Capital Research Global Investors held a total portfolio value of $716.9B, covering 410 public equity positions.
Capital Research Global Investors executed strategic sector rebalancing during Q1 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 410 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.44% | -0.59% | +0.01% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.23% | +0.39% | -2.11% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.80% | +0.37% | +14.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | +0.18% | +8.49% | |
| 5 | GE | General Electric | Stock-Industrials | 3.13% | +0.08% | -5.23% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 2.16% | -0.32% | -3.01% | |
| 7 | RTX | Rtx CORP | Stock-Industrials | 2.08% | -0.18% | +4.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.55% | +14.40% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.49% | -0.25% | +0.32% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.47% | -0.11% | -13.01% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.41% | -0.02% | +5.99% | |
| 12 | CNQ | Canadian Natural Resources | Stock-Energy | 1.36% | -0.60% | -5.63% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.44% | -2.20% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.29% | +0.01% | +3.28% | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.25% | +0.08% | +3.08% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.23% | -0.12% | +0.15% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.32% | +1.96% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 1.21% | +0.07% | -0.54% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | +0.07% | -8.60% | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.13% | -0.03% | +4.66% | |
| 21 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.11% | -0.23% | +5.16% | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.07% | -0.05% | +1.55% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.04% | -0.01% | -0.56% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.02% | +0.03% | -6.09% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.02% | -0.25% | +2.66% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.14% | +26.87% | |
| 27 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.92% | +0.31% | -1.56% | |
| 28 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | -0.19% | +1.31% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 0.82% | — | +11.11% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.81% | -0.22% | -2.18% | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.81% | +0.01% | -10.17% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.02% | +23.32% | |
| 33 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.78% | -0.01% | +22.00% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.33% | -17.49% | |
| 35 | AIG | American International Group | Stock-Financials | 0.74% | -0.04% | -0.03% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +0.40% | -4.28% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.72% | +0.14% | -2.57% | |
| 38 | COF | Capital One Financial CORP | Stock-Financials | 0.71% | — | +72.79% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | +0.02% | +8.18% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.68% | -0.08% | +2.04% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.62% | -0.04% | +62.26% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.61% | -0.42% | +7.09% | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.59% | -0.09% | -11.64% | |
| 44 | CE | Celanese CORP | Stock-Materials | 0.58% | -0.03% | +0.61% | |
| 45 | TDG | Transdigm Group Inc | Stock-Industrials | 0.55% | +0.01% | +1.57% | |
| 46 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.55% | — | — | |
| 47 | NU | Nu Holdings Ltd. | Stock-Financials | 0.55% | -0.02% | +15.65% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.54% | -0.11% | +61.00% | |
| 49 | DTE | Dte Energy Company | Stock-Utilities | 0.54% | -0.05% | +1.25% | |
| 50 | TRP | Tc Energy CORP | Stock-Energy | 0.52% | -0.04% | +2.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.2% | +14.49% | Add |
| 2 | AMZN | Amazon.com Inc | +0.6% | +8.49% | Add |
| 3 | FLUT | Flutter Entertainment plc | +0.6% | NEW | New buy |
| 4 | GE | General Electric | +0.5% | -5.23% | Trim |
| 5 | NVDA | Nvidia CORP | +0.5% | -2.20% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | -2.11% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.3% | +5.99% | Add |
| 8 | COF | Capital One Financial CORP | +0.3% | +72.79% | Add |
| 9 | CRM | Salesforce Inc | +0.3% | +26.87% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.40% | Add |
| 11 | MSFT | Microsoft CORP | +0.2% | +0.01% | Add |
| 12 | RTX | Rtx CORP | +0.2% | +4.16% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +23.32% | Add |
| 14 | NU | Nu Holdings Ltd. | +0.2% | +15.65% | Add |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +61.00% | Add |
| 16 | FCX | Freeport-mcmoran Inc | +0.2% | +22.00% | Add |
| 17 | APD | Air Products & Chemicals Inc | +0.2% | +62.26% | Add |
| 18 | URI | United Rentals Inc | +0.1% | -0.56% | Trim |
| 19 | UBER | Uber Technologies Inc | +0.1% | +8.18% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | +3.28% | Add |
| 21 | GEHC | GE Healthcare Technology | +0.1% | +5.16% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | -4.28% | Trim |
| 23 | CB | Chubb Limited | +0.1% | +44.42% | Add |
| 24 | MCD | Mcdonald's CORP | +0.1% | +66.94% | Add |
| 25 | PNW | Pinnacle West Capital | +0.1% | +97.48% | Add |
| 26 | TDG | Transdigm Group Inc | +0.1% | +1.57% | Add |
| 27 | MA | Mastercard Inc - A | +0.1% | +0.32% | Add |
| 28 | SYK | Stryker CORP | +0.1% | -2.18% | Trim |
| 29 | BLKCHF | Blackrock Inc | 0% | +11.11% | Add |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | +1.55% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | +1.96% | Add |
| 32 | CNQ | Canadian Natural Resources | 0% | -5.63% | Trim |
| 33 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | -39.48% | Trim |
| 34 | TSLA | Tesla Inc | -0.1% | -13.20% | Trim |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -24.86% | Trim |
| 36 | VALE | Vale Sa-sp Adr | -0.2% | -69.03% | Trim |
| 37 | CME | Cme Group Inc | -0.2% | -44.77% | Trim |
| 38 | MS | Morgan Stanley | -0.2% | -39.80% | Trim |
| 39 | ADBE | Adobe Inc | -0.2% | -17.11% | Trim |
| 40 | MELI | Mercadolibre Inc | -0.2% | -10.17% | Trim |
| 41 | EPAM | Epam Systems Inc | -0.2% | -29.31% | Trim |
| 42 | PODD | Insulet CORP | -0.2% | -20.20% | Trim |
| 43 | HUM | Humana Inc | -0.2% | EXIT | Sold out |
| 44 | CMCSA | Comcast Corp-class A | -0.3% | -34.18% | Trim |
| 45 | AAPL | Apple Inc | -0.3% | +0.15% | Add |
| 46 | PCG | P G & E CORP | -0.3% | -83.78% | Trim |
| 47 | BA | Boeing Co/the | -0.4% | -2.57% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | -13.01% | Trim |
| 49 | MRVL | Marvell Technology Inc | -0.5% | -94.24% | Trim |
| 50 | INTC | Intel CORP | -0.5% | -49.41% | Trim |
According to official SEC Form 13F filings, Capital Research Global Investors reported a total U.S. public equity portfolio value of $716.9B across 410 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, META) accounted for 14.3% of total reported equity market value during Q1 2024.
Top New Position Initiated
FLUT
市值: $2.4B
Top Position Liquidated / Trimmed
HUM
前期市值: $916.6M
During Q1 2024, Capital Research Global Investors's top holdings by market value included MSFT (7.4%)、AVGO (5.2%)、META (3.8%). The largest single position, MSFT, represented 7.4% of total portfolio value.
In Q1 2024, Capital Research Global Investors made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 23 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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